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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,955 | $160,040-73.2% | $147,096-70.8% | $145,877-70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $18,040 | $5,289+241.1% | $4,936+265.5% | $4,663+286.9% |
| Participant deferral / active EE | $8,013 | $8,429-4.9% | $8,071-0.7% | $6,691+19.8% |
| Admin fee / account holder | $92 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |